Following up on our QBR
Email thread Saltdean Hart Insurance Brokers: documents · cs
After the QBR, Esther Quaye reported usage up a little but well below 40 licences. Nigel Ferris said usage is better but not where it should be and promised nothing on renewal. Claims use is the bright spot.
What was said
What this says
Current to 11 Oct 26After the QBR, Esther Quaye reported usage up a little but well below 40 licences. Nigel Ferris said usage is better but not where it should be and promised nothing on renewal. Claims use is the bright spot.
Ask: Esther wants to build on the claims team's questions, which she called the clearest value. Zoe asked whether claims can see the same information as the account executives.
Customer view: Nigel will talk to Zoe about whether the team really needs it, and is not promising anything on renewal yet.
Next: Esther will confirm the claims access answer and ring Nigel before the term ends on 21 Nov 2025.
The thread
Updated 9 Oct 26Messages
Esther Quaye 21 Oct 2025 09:40Dear Zoe and Nigel, Thank you both for joining the review. I've logged the main points so we're all working from the same notes. Active use is up a little on the previous quarter, which is encouraging, though still well below what 40 licences could support. The claims team's questions were the clearest value we saw, and Zoe, I'd like to build on that. You asked whether the claims team can see the same information as the account executives, and I'll confirm exactly how that works. The current term ends on 21 Nov 2025. Nigel, I know you prefer a call, so I'll ring you this week to talk through renewal rather than fill your inbox. Many thanks, Esther
Nigel Ferris 21 Oct 2025 10:39Esther, Thanks for the summary. Short version for me: usage is better but not where it should be. I'll have a word with Zoe about whether the team really needs it, and then give you a ring. The clients come first, so anything that helps claims is worth a look, but I'm not promising anything on renewal yet. Regards, Nigel